Migrate from Practice Master Pro to Pipedrive

Practice Master Pro's Client record maps to Pipedrive Person — name, email, phone, and address fields transfer directly. Primary client address becomes Person address fields. We preserve the original Practice Master Pro client identifier in a custom field for traceability and deduplication during delta runs. A secondary organization link is created in Pipedrive for multi-contact clients to maintain the full relationship structure from CMRELATE.

Where a Practice Master Pro Client represents a company or firm (not an individual contact), we merge it into a Pipedrive Organization as well as a Person. The Person holds the primary contact; the Organization holds the firm-level data (address, industry, domain).

Practice Master Pro contact relationships (CMRELATE) map to Pipedrive People linked to their primary Organization. Role fields from CMRELATE (Attorney, Paralegal, Billing Contact) become custom fields on the Person record in Pipedrive. These role custom fields enable reporting on contact types across the migrated dataset.

Each Practice Master Pro Matter becomes a Pipedrive Deal. The matter number (e.g., 2024-001) is stored in a custom Deal field (Matter_Number__c) for traceability. Deal name uses the matter description from Practice Master Pro. Status maps to a Pipedrive stage value (Open, Won, Lost, Closed).

Practice Master Pro matter statuses (Open, Billed, Closed, On Hold) map to Pipedrive Deal stages by value. We define the stage mapping before migration and apply it consistently — probability weights and forecast categories are set per stage in Pipedrive.

Practice Master Pro journal entries (CMJRNL) migrate as Pipedrive Notes attached to the corresponding Matter/Deal. Original timestamp and creating user are preserved in the Note metadata. Notes with billable entries retain the narrative text for reference in Pipedrive. This preserves the full context of client communications and matter activity for your team post-migration.

Practice Master Pro calendar entries (CMCALENDAR) map to Pipedrive Activities. Event type (Court Date, Client Meeting, Deposition) is stored in the activity's subject or a custom field. Start time, end time, and attendees transfer — Pipedrive Activity holds date, type, and linked Person/Deal.

Practice Master Pro cost entries (CMCOST) store disbursements and expenses against a matter. We create custom fields on the Pipedrive Deal — Cost_Amount__c, Cost_Date__c, Cost_Description__c — to preserve the expense history for reference and reconciliation during and after migration.

Practice Master Pro fee records (CMFEES) store billable time entries — date, hours, rate, and narrative text. These migrate to Pipedrive Deal custom fields: Fee_Hours__c, Fee_Rate__c, Fee_Total__c. Total billable amount also populates the standard Deal monetary field and contributes to pipeline forecasting.

Any custom fields defined in Practice Master Pro export files are created as custom fields in Pipedrive (per-entity). Pipedrive assigns a 40-character hash key on field creation — our migration plan documents each hash mapping to the source field name to prevent misalignment during import.

Practice Master Pro user IDs are resolved by email match against Pipedrive Users. Unmatched owners are flagged before migration — teams either invite the user to Pipedrive first or assign records to a designated fallback owner. No record lands without a Pipedrive owner assigned.